ReqMe uses AI to help you create professional proposals quickly. This guide explains how to generate, customize, and send proposals to clients.
Starting a Proposal #
Open a request and click Create Proposal. ReqMe offers two options:
- AI-Generated – Let AI draft the proposal based on request details
- Manual – Build the proposal yourself from scratch
AI Proposal Generation #
When you choose AI generation, ReqMe analyzes the request details, your service offerings, and your business context to draft a complete proposal. The AI considers:
- What the client asked for
- Your defined services and pricing
- Your company information
- Industry-standard proposal structure
Generation typically takes a few seconds. Review the draft carefully before sending.
Customizing Your Proposal #
Edit any section of the generated proposal:
- Summary – Overview of what you will deliver
- Scope of Work – Detailed breakdown of services
- Pricing – Line items, quantities, rates
- Timeline – Project milestones and deadlines
- Terms – Payment terms, validity period
Add, remove, or reorder sections as needed. The rich text editor supports formatting, lists, and tables.
Previewing and Sending #
Click Preview to see how the proposal will appear to your client. Check formatting, pricing calculations, and overall presentation.
When ready, click Send Proposal. The client receives an email notification with a link to view and respond to your proposal.
Tracking Proposal Status #
Monitor proposals from your dashboard. See which are pending review, accepted, or declined. When a client accepts, ReqMe prompts you to create a contract to formalize the agreement.
